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Christian M
CFP®, Series 63, Series 65, Series 66
Charlottesville, VA
STIFEL
Christian Mccullough III is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 63, 65, and 66 licenses. Outside of his advisory role, he is also a musician and writer, involved in public performance and the dissemination of original music and words. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.
Michael A
Series 63, Series 65
Madison, WI
STIFEL
Michael Anderson is a financial advisor with Stifel in Madison, WI, holding Series 63 and Series 65 certifications and bringing 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously operated RML Anderson Group, LLC from 2013 to 2016. Outside of his financial career, Anderson serves as a Squadron Commander with the 153rd Composite Squadron Civil Air Patrol, the United States Air Force Auxiliary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analysis and asset allocation guidance to support client decision-making.
Kimberly S
CFP®, Series 63, Series 65
Grand Haven, MI
STIFEL
Kimberly Savoie is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Stifel since 2004. She holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and public entities, offering brokerage and advisory services alongside fee-based financial planning. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.
Neil I
Series 63, Series 65
Garden City, NY
STIFEL
Neil Isler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.
Phyllis K
Series 63, Series 65, Series 66
St. Louis, MO
STIFEL
Phyllis Kenney is a financial advisor with STIFEL in St. Louis, MO, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. She has worked at Stifel since 2015, with a brief retirement period for medical reasons in 2024–2025. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and asset allocation models developed by its Investment Strategy Group, supporting client decisions without mandating implementation or ongoing monitoring.
Gerard K
Series 63
Clearwater, FL
STIFEL
Gerard Kelly III is a financial advisor with Stifel in Clearwater, FL, holding a Series 63 designation and 39 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.
Michael S
Series 63, Series 65
Succasunna, NJ
STIFEL
Michael Staufenberger is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Stifel since 2007. Outside of his advisory role, he owns and manages Whitetail Ridge Farm in New Jersey, where he is involved in hay and corn farming as well as maintaining food plots for hunting. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm provides brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
William F
Series 63, Series 65
Madison, CT
STIFEL
William Fusco is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2012. In addition to his advisory role, he is the managing partner of a family investment partnership, High Ground Partners FLP. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Benjamin F
Series 66
Dakota Dunes, SD
STIFEL
Benjamin Fegenbush is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 credential and has previously worked at L&L Distributing and other firms in a variety of roles. Fegenbush serves as Treasurer for the Siouxland Growth Organization, where he prepares monthly finance reports and participates in board meetings. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.
Michael L
Series 63, Series 66
Jacksonville, IL
STIFEL
Michael Lansden is a financial advisor with Stifel who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis from its Investment Strategy Group, providing asset allocation and planning guidance that supports client decision-making.
John T
Series 63, Series 65
Dublin, OH
STIFEL
John Taylor is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel, Nicolaus & Co., Inc. since 2000. Outside of his advisory role, he serves as a 9th grade boys basketball coach for Olentangy Local Schools. Stifel serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Brad B
Series 63, Series 65
Bismarck, ND
STIFEL
Brad Braunberger is a financial advisor at Stifel with 43 years of industry experience. He has held his current role since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group, which incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.
Marc C
Series 63, Series 65
Los Angeles, CA
STIFEL
Marc Cohen is a financial advisor at Stifel with Series 63 and Series 65 licenses and 53 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Outside of his advisory role, Cohen engages in public speaking through the Distinguished Speakers Series and serves as president and radio host for FSFMC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.
David S
Series 63
Fresno, CA
STIFEL
David Smith is a Series 63-registered financial advisor with Stifel, based in Fresno, CA, and has 40 years of industry experience. He has worked with Stifel Nicolaus since 2013. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance on asset allocation, retirement, insurance, and estate planning.
Craig M
Series 63, Series 65
Macon, GA
STIFEL
Craig Murphey is a financial advisor with Stifel based in Macon, GA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Murphey serves as Secretary and Treasurer on the board of Habitat for Humanity of Putnam County, a nonprofit focused on building affordable housing. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Debra P
Series 65, Series 66
Zionsville, IN
STIFEL
Debra Powell is a financial advisor with Stifel in Zionsville, Indiana, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Stifel since 2017, following a three-year tenure at City Securities Corporation. Powell also serves as a notary public in Indiana, providing notarization services related to her work at Stifel. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services alongside fee-based financial planning. The firm’s investment approach is supported by proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to assist client decision-making.
Matthew L
Series 66
St. Louis, MO
STIFEL
Matthew Land is a financial advisor at Stifel with 17 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, with prior experience at Keefe, Bruyette & Woods. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Scott D
Series 66
Clayton, MO
STIFEL
Scott Dolan is a financial advisor with Stifel in Clayton, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2019 and previously held roles at U.S. Bancorp Investments, Inc. and US Bank from 2008 to 2019. Dolan serves as President of the Board of Trustees for Lift for Life Academy and holds board positions with the Saint Louis Central Library Foundation and the Campbell House Museum. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Dylan B
Series 66
St. Louis, MO
STIFEL
Dylan Belgeri is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and the University of Missouri - St. Louis. Outside of his advisory role, Belgeri is involved in a catering business, Chris Cakes of St. Louis, which he has operated for over a decade. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.
Sheree L
Series 63, Series 65
Montgomery, AL
STIFEL
Sheree Luker is a financial advisor at Stifel with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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